DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••••• C•••••• P•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 13, 2012 · 17 filings
SEC status approved since Feb 22, 2012
RAUM
$1.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
101
26 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
4
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$1.3B as of Mar 31, 2026
Apr 1, 2013$5.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)101 as of Mar 31, 2026
Apr 1, 201391 then
Private funds4 as of Mar 31, 2026
Apr 1, 20133 then
RAUM -9.5% over the last fiscal year-18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $99.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- -9.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.0B, 13 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 13reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.0B for 13 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••• C•••••• S•••••••• P••••••• 8• L••• | Real Estate Fund | $3.3B | 67 | Mar 30, 2018 |
| B••••• C•••••• S•••••••• P••••••• V••• L••• | Real Estate Fund | $1.9B | 55 | Mar 30, 2015 |
| B••••• C•••••• S•••••••• P••••••• 9• L••• | Real Estate Fund | $243M | 11 | Mar 31, 2023 |
| B••••• C•••••• S•••••••• P••••••• V•• L••• | Real Estate Fund | $13.2M | 117 | Feb 13, 2012 |
| B••••• C•••••• S•••••••• P••••••• I•• L•••no longer reported | Real Estate Fund | $0 | 130 | Feb 13, 2012 |
| B••••• C•••••• S•••••••• P••••••• V• L•••no longer reported | Real Estate Fund | $0 | 168 | Feb 13, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••• J••••••• D•••••• · Senior Managing Directorcontrolsince 01/1998 · owns less than 5%
- D•••• C••••• J••• · Independent Managercontrolsince 06/2022 · owns less than 5%
- H•••••• R•••••• C••••••• · Managercontrolsince 06/2022 · owns less than 5%
- H••••••• K••••••• L•••••• · General Counselcontrolsince 07/2013 · owns less than 5%
- K••••• W••••••• M•••••• · Senior Managing Directorcontrolsince 07/2013 · owns less than 5%
- K•••••• J••••••• L•••• · Senior Managing Directorcontrolsince 07/2010 · owns less than 5%
- L•••• T•••• J•••• · Chief Financial Officercontrolsince 04/2022 · owns less than 5%
- M•••••• L•••••••• E••••• · Independent Managercontrolsince 06/2022 · owns less than 5%
- M••••••• C••••••••• J••• · Senior Managing Directorcontrolsince 03/2018 · owns less than 5%
- P••••• O••••••• R••••• · Independent Managercontrolsince 06/2022 · owns less than 5%
- P••••••• S•••••• M• · President - B••••• Life Sciencecontrolsince 03/2021 · owns less than 5%
- S•••••• F•••• A•••• · President And Chief Executive Officer, And Managercontrolsince 09/2001 · owns less than 5%
- F•••••• L•••••• P••• · Trustee Of T•• P••• T••••controlsince 10/2003 · owns F of T•• P••• T••••
- H•••••• R•••••• C••••••• · Trustee Of T•• P••• T••••controlsince 06/2022 · owns F of T•• P••• T••••
- L••••••••• A•••• M•••••• · Beneficial O•••• Of T•• P••• T••••controlsince 01/1998 · owns 75% or more of B••••• C•••••• P••••••• O••••• L••
- S•••••• F•••• A•••• · Trustee Of T•• P••• T••••, Manager Of B••••• C•••••• P••••••• O••••• L••, And Member Of Bcp B Holdingscontrolsince 11/2006 · owns 25% to 50% of B••••• C•••••• P••••••• O••••• L••
- C••••••••• D••••••• E••••• · Chief Compliance Officersince 10/2008 · owns less than 5%
Entity owners
- B••••• C•••••• P••••••• O••••• L•• · O••••direct · owns 75% or more
- B•• A• H••••••• L•• · Member Of B••••• C•••••• P••••••• O••••• L••indirect · owns 25% to 50% of B••••• C•••••• P••••••• O••••• L••
- T•• P••• T•••• · Member Of Bcp A Holdingsindirect · owns 75% or more of B•• A• H••••••• L••
- B•• B• H••••••• L• · Member Of B••••• C•••••• P••••••• O••••• L••indirect · owns 50% to 75% of B••••• C•••••• P••••••• O••••• L••
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Arlington, VA3 employees
- Los Angeles, CA2 employees
- San Francisco, CA2 employees
- New York, NY1 employees
- Chicago, IL
- Seattle, WA
- Denver, CO
What changed
consecutive filings, newest first
- Assets in custody · $955M to $1.0BMar 31, 2025 to Mar 31, 2026
- Employees · 111 to 101Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.4B to $1.3BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.4B to $1.3BMar 31, 2025 to Mar 31, 2026
- RAUM · $1.4B to $1.3BMar 31, 2025 to Mar 31, 2026
- Accounts · 12 to 13Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 29 to 26Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 12 to 13Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $1.1B to $955MMar 29, 2024 to Mar 31, 2025
- Employees · 122 to 111Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.9B to $1.4BMar 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $9 to $10Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.9B to $1.4BMar 29, 2024 to Mar 31, 2025
- RAUM · $1.9B to $1.4BMar 29, 2024 to Mar 31, 2025
- Advisory employees · 30 to 29Mar 31, 2023 to Mar 29, 2024
- Assets in custody · $1.3B to $1.1BMar 31, 2023 to Mar 29, 2024
- Employees · 116 to 122Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $2.4B to $1.9BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.4B to $1.9BMar 31, 2023 to Mar 29, 2024
- RAUM · $2.4B to $1.9BMar 31, 2023 to Mar 29, 2024
- Accounts · 10 to 12Jul 15, 2022 to Mar 31, 2023
- Advisory employees · 33 to 30Jul 15, 2022 to Mar 31, 2023
- Pooled vehicle clients · 10 to 12Jul 15, 2022 to Mar 31, 2023
- Assets in custody · $1.1B to $1.3BJul 15, 2022 to Mar 31, 2023
- Employees · 109 to 116Jul 15, 2022 to Mar 31, 2023
- Private funds · 3 to 4Jul 15, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.2B to $2.4BJul 15, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $8 to $9Jul 15, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.2B to $2.4BJul 15, 2022 to Mar 31, 2023
- RAUM · $2.2B to $2.4BJul 15, 2022 to Mar 31, 2023
- Advisory employees · 31 to 33Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $717M to $1.1BMar 31, 2021 to Mar 31, 2022
- Employees · 99 to 109Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $2.2B to $2.2BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $2.2B to $2.2BMar 31, 2021 to Mar 31, 2022
- RAUM · $2.2B to $2.2BMar 31, 2021 to Mar 31, 2022
- Accounts · 7 to 10Mar 29, 2020 to Mar 31, 2021
- Advisory employees · 34 to 31Mar 29, 2020 to Mar 31, 2021
- Pooled vehicle clients · 7 to 10Mar 29, 2020 to Mar 31, 2021
Signals
23 dated events
- B••••• C•••••• P•••••••• L•• reported RAUM $1.4B, down 25% from $1.9B (2024-03-29 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Robert J••• Casey (Trustee Of T•• P••• T••••) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2022-07-15, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Robert Olivier Piani (Independent Manager) appeared on Schedule A of B••••• C•••••• P•••••••• L••Jul 15, 2022 · Control person joined · fact
- J••• C•••• D••• (Independent Manager) appeared on Schedule A of B••••• C•••••• P•••••••• L••Jul 15, 2022 · Control person joined · fact
- Jacob Todd Link (Chief Financial Officer) appeared on Schedule A of B••••• C•••••• P•••••••• L••Jul 15, 2022 · Control person joined · fact
- J••• C•••••••• M•••••• (Senior Managing Director) appeared on Schedule A of B••••• C•••••• P•••••••• L••Jul 15, 2022 · Control person joined · fact
- E••••• L••••••• M••••• (Independent Manager) appeared on Schedule A of B••••• C•••••• P•••••••• L••Jul 15, 2022 · Control person joined · fact
- Michael Kevin Whelan (Chief Financial Officer) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2022-03-31, absent 2022-07-15)Jul 15, 2022 · Control person left · inference
- M S••••• P•••••• (President - Beacon Life Science) appeared on Schedule A of B••••• C•••••• P•••••••• L••Mar 31, 2022 · Control person joined · fact
- Jean Nancy Broderick (Senior Managing Director) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Todd Matthew Golden (General Counsel) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Joseph A••••• Moore (Senior Managing Director) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Aaron Michael Bruckner (Managing Director) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Brandt Dane Rasmussen (Managing Director) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Benedict Alfred Scaramelli (Managing Director) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Ann Lisa Meomartino (Managing Director) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Suzanne Sara Shank (Managing Director) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Joseph Michael Bowler (Managing Director) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Schoumacher Karen Gentry (Managing Director) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Hadden J••• Lawrence (Managing Director) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- B•••• A••••• E••••• (Managing Director) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- J••• P••••• B•••••••• (Managing Director) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- J••• C•••••••• M•••••• (Managing Director) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Beacon Capital Partners · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Website
- B•••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-457-0400reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
B••••• C•••••• P•••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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